Dubsado

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Dubsado by Mind Map: Dubsado

1. Workflow

1.1. Investment Account

1.2. IPP Account

1.3. Flow Through

1.4. Insurance

1.5. Specialty Transactions

2. Calendar

2.1. Scheduler

2.1.1. Calls

2.1.2. Lunch Meetings

2.1.3. Meetings

2.1.4. Social

3. Tasks Board

3.1. Projects

3.1.1. Leads

3.1.1.1. Meeting

3.1.1.2. Email

3.1.1.3. Follow Up

3.1.2. Jobs

3.1.2.1. Investment Account

3.1.2.2. Flow Through

3.1.2.3. Insurance

3.1.2.4. IPP Account

3.1.2.5. Japan Solar

3.2. Communication & Service

3.2.1. Memo Log

3.3. Portfolio Management

3.4. Protection

3.5. Specialty Transactions

3.6. Tax & Legal

3.7. Wellness & Lifestyle

4. Contacts

4.1. Client Upload

4.2. Contact Info Page

4.3. Custom Fields

4.3.1. Birthday

4.3.2. Home Phone Number

4.3.3. Accountant

4.3.4. BIN

4.3.5. Year End

4.3.6. website

4.4. Tags

5. Client Portal

5.1. Communication & Service

5.1.1. Annual Agenda

5.1.1.1. Newsletter

5.1.1.2. Quarterly overview

5.1.1.3. Annual breakdown of whats to come.

5.1.2. Cyfe - Dashboard

5.2. Portfolio Management

5.2.1. Investments

5.3. Protection

5.3.1. Insurance

5.4. Specialty Transactions

5.4.1. Flow Throughs

5.5. Tax & Legal

5.5.1. Financial Statement

5.5.2. Estate

5.5.2.1. Legal

5.5.2.2. Personal ID

5.6. Wellness & Lifestyle

5.6.1. Library

6. Forms

6.1. Contracts

6.2. Sub-Agreement

6.2.1. Client KYC

6.2.2. Disclosure Statement

6.2.3. Privacy Policy

6.3. Questionnaires

6.3.1. Life Transition & Satisfaction Survey

6.4. Proposals

6.5. Lead Capture

7. Canned Emails

7.1. Client compliance

8. Projects - Linked to Client Portal

8.1. Communication & Service

8.1.1. Annual Agenda

8.1.1.1. Piktochart

8.1.2. Dashboard

8.1.2.1. Import.io

8.1.2.1.1. Call with Kevin March 25 @ 10:00am

8.1.2.1.2. Estimate for import $5,000 - $10,000

8.1.2.2. Cyfe

8.1.2.2.1. Username: [email protected]

8.1.2.2.2. Password: Summer22

8.1.2.2.3. Cost: $29/month

8.2. Portfolio Management

8.3. Protection

8.3.1. Insurance date

8.4. Specialty Transactions

8.5. Tax & Legal

8.5.1. Cognito Forms

8.6. Wellness & Lifestyle

8.6.1. Library

8.6.1.1. Squarespace

9. Software's

9.1. Kronos

9.2. ShareFile

9.3. ShareFile Signature

9.4. Pipefy

9.5. Piktocharts

9.5.1. Username: [email protected]

9.5.2. Password: AniaSummer22!

9.6. Freepik

9.7. Adobe illistrator

9.8. Canva

9.9. Square Space

9.9.1. Username: [email protected]

9.9.2. Password: Summer22

9.10. Cognito Forms

9.10.1. Password: Summer22

9.10.2. Username: [email protected]

9.11. MindMeister

9.12. BombBomb

9.13. MailChimp

9.13.1. Username: Ania22

9.13.2. Password: Summer22!

10. To Do List

11. Client Portal

11.1. Communication & Service

11.2. Portfolio Management

11.2.1. dashboard

11.2.1.1. Investments

11.3. Protection

11.4. Specialty Transactions

11.4.1. Flow Through

11.5. Tax & Legal

11.5.1. Cognito Forms

11.5.1.1. Embed?

11.6. Wellness & Lifestyle

11.6.1. Library

11.6.1.1. Link